Insights > 2024 Election insights
Election 2024: Market + investing impact
Prepare your portfolio for an election year.
Education > 2024 Election insights
Election 2024: Market + investing impact
Prepare you portfolio for an election year.
Stay up to date with our experts
The election has already taken over the news cycle, but how will it affect markets? Our political and economic experts join together to offer the latest on where policy change is expected, and how it may impact key opportunities.
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Experts
Lara Rhame
Chief U.S. Economist,
FS Investments
Lara analyzes developments in the global and U.S. economy and financial markets. She is a frequent contributor to major news outlets including Bloomberg, The Wall Street Journal and CNBC.
Read more insights from Lara
Jason Cole
Head of Public Policy,
FS Investments
Jason leads the firm’s public policy and government affairs efforts. He brings extensive experience in government, including a decade in the U.S. House of Representatives.
Read more insights from Jason
Something that every listener today understands is that policy change is going to impact them personally, as well as their businesses and their investment portfolio.
Lara Rhame
Chief U.S. Economist
I think investors need to be cognizant of who’s in office in terms of which industry sector is going to be favored.
Jason Cole
Head of Public Policy
Resources
Q3 2024 Economic outlook: The summer before the election
Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.
Election 2024—100 days before the vote: Market and policy impact
We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.
Politics, policy and markets: Breaking down the impact of the election
We examine what investors need to know about potential changes in domestic policy, international relations, and debt and deficit dynamics.
Election anxiety comes into focus for markets
This week’s chart highlights perceived market drivers over the next 30 days. Notably, the downside drivers outweigh the upside.
Recent market volatility just the beginning?
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Election 2024—Biden withdraws: What’s next in politics and markets?
Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.
Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
Election 2024—Market and investing impact
Jason Cole, Head of Public Policy, and Chief U.S. Economist Lara Rhame delve into the upcoming election and its potential impacts on markets.
Debt ceiling: The summer reboot no one asked for
The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.
What’s happening in Washington?
Head of Public Policy Jason Cole joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.
Have questions?
Get answers on election-related events, resources and more: eventquestions@fsinvestments.com.